Micron increased its earnings per share outlook for 2026 by 10.9%, now expecting $18.59. In 2027, it raised its outlook by 25.6% to $19.09. In turn, it set Micron’s 12-month price target at $180, up from $145.

Dell Technologies ( DELL +5.37%) stock has been declining over the last month as investors have become skeptical of the artificial intelligence (AI) sector. The AI server provider mostly dispelled those fears with its earnings announcement last night, however.

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Dell forecast fourth-quarter revenue and profit above Wall Street estimates on Tuesday, as increasing investments in data centers to support artificial intelligence boost demand for its servers, sending its shares up 4% in extended trading.

In its most recent Q3 earnings call, Dell revealed that the Windows 11 transition is still underway, and it's actually a lot slower than the shift to Windows 10 was back in the day. Dell's COO Jeffrey Clarke says during the earnings call: "We have not completed the Windows 11 transition."

Argus Research analyst Jim Kelleher maintained a Buy rating and raised the price target from $150 to $200 on Oct. 9, 2025. This analyst has an accuracy rate of 73%. Considering buying DELL stock? Here’s what analysts think:

CNBC’s Kristina Partsinevelos reports on Dell as shares rise after the company forecast a stronger-than-expected fourth quarter, driven by increased AI sales.

Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks Making Headlines on Wall Street. On November 26, Goldman Sachs raised its price target on the stock to $185 from $175 while maintaining a “Buy” rating.